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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,512 | $178,174-1.5% | $156,181+12.4% | $137,256+27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.57% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,288 | $4,972+6.4% | $4,294+23.2% | $4,156+27.2% |
| Participant deferral / active EE | $12,050 | $6,888+74.9% | $6,132+96.5% | $6,407+88.1% |
| Admin fee / account holder | $103 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |